How fund investors can save money

Cost-cutting ideas for advice-takers and for do-it-yourselfers

Rudy Luukko 8 April, 2014 | 6:00PM
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If you're a fund investor, one of the best ways to improve your returns is to cut your costs. This is true for those who rely on advisors as well as do-it-yourselfers, and for both high-net-worth investors and for those of very modest means. There are savings to be had if you know where to find them, or aren't afraid to ask.

Here are six cost-saving ideas, of which at least several may apply to your personal situation:

1. As your account size grows, seek discounts

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About Author

Rudy Luukko

Rudy Luukko  Rudy Luukko is a freelance writer who contributes to Morningstar.ca on topics involving fund industry trends and regulatory issues. He retired in May 2018 from his position as editor, investment and personal finance, at Morningstar Canada, where he had worked since 2004. He has also worked as an editor and writer for various general, specialty and institutional media, and he has co-authored courses for the Canadian Securities Institute. Follow Rudy on Twitter: @RudyLuukko.

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